Bluesky · Hashtag
#$AXP
25
posts · 30d
7
users
1
posts / day
3.6
posts / user
+ 38% vs last week
#$AXP is an active hashtag on Bluesky. In the last 30 days, 7 people shared 25 posts with it — around 1 a day. Activity is up 38% versus the previous week, peaking on Sep 21 with 5 posts.
#$AXP posts per day (last 30 days)
Posts with #$AXP
* American Express to Build New State-of-the-Art Global Headquarters at 2 World Trade Center
* American Express: 55-Story Building Will Have Capacity to Host Up to 10,000 Workers
* American Express: New Building Will Span Nearly Two Million Square Feet
(via DJ) $AXP
19 23 216
In case you were wondering why AmEx, Ralph Lauren and other “high-income” stocks are getting pinched.
@citrini.bsky.social $AXP $RL
www.citriniresearch.com/p….
5 36 165
BARCLAYS: Citrini blog “was rather grim reading, but .. it doesn’t mean that will be the one that ultimately transpires… Remember, 3 yrs ago investors were convinced the US economy was going into a recession .. Tell that to $AXP -8%, or $IBM suffering the worst one-day decline in over two decades.”
6 17 122
TLDR version: Revolut's model of members, rewards & fees is not new, and is arguably doing what "American" Express has achieved in US but hasn't in Europe
But $AXP market cap is $210bn AFTER it has become dominant whereas Revolut is aiming for an "up to $200bn" valuation BEFORE
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United confirms strong Q4 bookings, including coach. $UAL sees demand strength as structural with price resistance easing from $UBER to hotels to flights. Air travel getting special kicker as it emerges from previous bouts of discounting. $DAL $AXP $MAR $XLY $XLF $ABNB $CCL
Rahul Sharma @retailguru.bsky.social
Amex still at top of group. Billings QTD +8% with strength in very discretionary travel & entertainment, especially airlines. Payment rates high in sign of upper-end confidence. $AXP also addresses bear thesis that customer base will be hardest hit by AI $XLF $XLY $JPM
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United premium as strong as Delta, with 10 point gap vs coach on unit revenue. Globally all airlines chasing upscale travel boom: 50% of new $UAL capacity is premium. Why wealth matters so much to more & more consumer businesses. Don’t look down! $DAL $AXP $RL $DIS $TPR $WSM
Rahul Sharma @retailguru.bsky.social
United bullish & is firing on all cylinders: premium, international, corporate & also lower coach capacity = $UAL guide is low-balled, barring of course more Trump bombshells during year. Which is impossible to rule out 🤷♂️ $DAL $XLY $AXP $EXPE $BKNG $MAR $V $MA $ABNB
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PS. $AXP Card Member Loans (pre 26Q1) didn't mean "loans", but "represented balances on credit card products and revolve-eligible balances on our charge card products, which included balances Card Members paid in full as well as balances Card Members paid over time with interest"
1 0 1
Revolut Fee Income only ~20% (£708m) Subscriptions
Rest are transaction fees (Card Payments, FX, etc.)
$AXP similar: Net Card Fees ~22% ($9.99bn) of Discount Rev, Net Card Fees, Service Fees & Other
AXP Variable Customer Engagement costs 43% of revenues, which had far more NII
1 0 1
#AXP $AXP
Support tested. Buyer zone tested. Seller zone formed. Local maximum confirmed.
tr3n.do/stocks/axp?utm_so…
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TLDR version: Revolut's model of members, rewards & fees is not new, and is arguably doing what "American" Express has achieved in US but hasn't in Europe
But $AXP market cap is $210bn AFTER it has become dominant whereas Revolut is aiming for an "up to $200bn" valuation BEFORE
0 0 2
PS. $AXP Card Member Loans (pre 26Q1) didn't mean "loans", but "represented balances on credit card products and revolve-eligible balances on our charge card products, which included balances Card Members paid in full as well as balances Card Members paid over time with interest"
1 0 1
Revolut Fee Income only ~20% (£708m) Subscriptions
Rest are transaction fees (Card Payments, FX, etc.)
$AXP similar: Net Card Fees ~22% ($9.99bn) of Discount Rev, Net Card Fees, Service Fees & Other
AXP Variable Customer Engagement costs 43% of revenues, which had far more NII
1 0 1
It is true Loan/Deposit is just 6% and Revolut has little credit risk (total loans £2.15bn vs. Equity £3.15bn)
2025 Net Interest Income was <£0.9bn vs. Fee Income of £3.4bn; in this Revolut is a bit like AmEx
But $AXP has expanded into lending, LDR is >100% and ROE still in 30s
1 0 1
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United confirms strong Q4 bookings, including coach. $UAL sees demand strength as structural with price resistance easing from $UBER to hotels to flights. Air travel getting special kicker as it emerges from previous bouts of discounting. $DAL $AXP $MAR $XLY $XLF $ABNB $CCL
Rahul Sharma @retailguru.bsky.social
Amex still at top of group. Billings QTD +8% with strength in very discretionary travel & entertainment, especially airlines. Payment rates high in sign of upper-end confidence. $AXP also addresses bear thesis that customer base will be hardest hit by AI $XLF $XLY $JPM
0 0 5
Amex still at top of group. Billings QTD +8% with strength in very discretionary travel & entertainment, especially airlines. Payment rates high in sign of upper-end confidence. $AXP also addresses bear thesis that customer base will be hardest hit by AI $XLF $XLY $JPM
Rahul Sharma @retailguru.bsky.social
$WFC says consumer not just 'resilient' but 'strong'. Consistent spending on debit & credit week after week even if categories shift. Credit quality still excellent. Cites wage gains, strong labor market. Doesn't believe small rate rises will derail this. $BAC $JPM $XLY $XLF $XLI
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Like $WFC, Capital One also sees ‘striking strength’. Spending strong, bank balances up, charge offs running better than expected. Importantly, seeing strength across income levels. This consumer is still not fazed by everything thrown at them 💪 $COF $BAC $XLF $XLY $AXP
Rahul Sharma @retailguru.bsky.social
$WFC says consumer not just 'resilient' but 'strong'. Consistent spending on debit & credit week after week even if categories shift. Credit quality still excellent. Cites wage gains, strong labor market. Doesn't believe small rate rises will derail this. $BAC $JPM $XLY $XLF $XLI
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